Financial Services Representative

• Jun 2020 - Present

I am licensed to sell insurance in: NY, NC, FL, NJ, CO, DE, PA, IL, DC, OR, MI, GA. and securities in NY. I am a registered representative to offer securities and investment advisory services through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 420 Lexington Ave, 25th Floor, New York, NY 10170. (212) 578-0300. I am licensed to sell insurance in: NY, NC, FL, NJ, CO, DE, PA, IL, DC, OR, MI, GA. and securities in NY. I am a registered representative to offer securities and investment advisory services through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 420 Lexington Ave, 25th Floor, New York, NY 10170. (212) 578-0300.

CFO

• 2009 - Present

Financial Professional

• Mar 2016 - Jun 2020

I don’t believe in a “one-size fits all” solution to help clients reach their goals. Taking a holistic approach, I work with my clients to breakdown their big financial decisions into small manageable steps. By helping clients become more informed and empowered, they can take those small simple steps necessary to put strategies in place. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 355 Lexington Avenue, 9th Fl., New York, NY 10017, 212-541-8800. Securities products/services and advisory services offered through PAS, a registered broker/dealer and investment adviser. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Wealth Advisory Group LLC is not an affiliate or subsidiary of PAS or Guardian. Wealth Advisory Group is not a Registered Investment Advisor. PAS is a member FINRA, SIPC. Guardian, its subsidiaries, agents, and employees do not provide tax, legal or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. Show less

Financial Consultant

• Dec 2014 - Mar 2016